SOURCE: Infonetics Research

Infonetics Research

August 25, 2010 17:55 ET

Infonetics Research: North America drives growth in carrier router and switch market in 2Q10

CAMPBELL, CA--(Marketwire - August 25, 2010) -  Market research firm Infonetics Research (www.twitter.com/infonetics) released its second quarter 2010 (2Q10) Service Provider Routers and Switches market share and forecast report.

ANALYST NOTE

"IP core and edge router revenue in North America was the hero of the second quarter, up 15% sequentially and up 39% from this time last year, as operators put spending back on priority to handle more traffic, especially video over broadband and data and photos over mobile networks. Europe is in a holding pattern, struggling to pull out of the downturn, and is roughly 2 to 3 quarters behind North America. Although EMEA router spending was flat sequentially, it was up a nice 13% year-over-year. Asia Pacific showed a solid 10% sequential increase in router revenue, but is still behind the Chinese-stimulated 2009 pace," reports Michael Howard, co-founder and principal analyst for carrier and data center networks at Infonetics Research.

SERVICE PROVIDER ROUTERS AND SWITCHES MARKET HIGHLIGHTS

  • Between the first to second quarters of 2010, combined worldwide revenue from service provider IP edge routers, IP core routers, carrier Ethernet switches, and multiservice ATM switches increased 5%, to $3.1 billion
  • Year-over-year (2Q09 vs. 2Q10), the overall market is up 11%, despite a 54% drop in ATM switch revenue spurred by the conversion to Ethernet
  • The carrier router and switch market is expected to reach its pre-recession 2008 levels in 2011
  • Revenues of the top 7 carrier router vendors -- Alcatel-Lucent, Cisco, Fujitsu, Huawei, Juniper, Tellabs, and ZTE -- are up in the double-digit percents year-over-year, from 2Q09 to 2Q10

REPORT SYNOPSIS
Infonetics' service provider router and switch report provides worldwide and regional market share, market size, forecasts through 2014, and analysis for IP core routers, IP edge routers, carrier Ethernet switches (CES), and multiservice ATM switches.

The report tracks IP edge routers and CES by application (multiservice edge, BRAS, Ethernet access transport, Ethernet services edge), and port-count/port-revenue for Ethernet ports (10M/100M, 1G, 10G, 40G, 100G), ATM/frame relay/PPP ports, POS/ATM/WDM ports, and other (FDDI, serial, analog, etc.).

Vendors tracked in the report include Alcatel-Lucent, Avici, Brocade, Ciena, Cisco, Ericsson, Extreme, Force10, Fujitsu, Hitachi Cable, Huawei, Juniper, NEC, Nokia Siemens, Nortel, Orckit-Corrigent, Tellabs, ZTE, and others.

Regions tracked in the report include Asia Pacific (with breakouts for China, Japan and the rest of Asia), Central and Latin America, EMEA (Europe, Middle East, Africa), North America, and worldwide.

RELATED RESEARCH

UPCOMING RESEARCH

See CARRIER ROUTING, SWITCHING, AND ETHERNET on Infonetics' portal (http://www.infonetics.com/login) for more information:

SALES

Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

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